Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,523,506
+$1,137,144 QoQ
Shares Held
34,060
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#602
of 2,051 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. CVS ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
17,949 | $7,460,141 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
34,060 | $3,523,506 | |
| 3 | CI |
Cigna Group
|
2,917 | $804,158 | |
| 4 | HUM |
Humana Inc
|
242 | $96,127 | |
| 5 | ELV |
Elevance Health, Inc.
|
197 | $76,185 | |
| 6 | CNC |
Centene Corp
|
253 | $16,240 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
49 | $11,206 | |
| 8 | OSCR |
Oscar Health, Inc.
|
389 | $11,094 |
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,523,506 | 34,060 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,386,362 | 33,227 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,086,771 | 26,295 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $558,790 | 7,412 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $534,319 | 7,746 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,901,035 | 72,340 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $556,501 | 12,397 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $613,897 | 9,763 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $605,305 | 10,249 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,055,304 | 13,231 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,338,372 | 16,950 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,207,676 | 17,297 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,284,781 | 18,585 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,529,968 | 20,589 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,564,007 | 16,783 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,456,109 | 15,268 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,585,028 | 27,898 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,497,615 | 34,558 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,844,876 | 37,271 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,755,234 | 32,468 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,440,369 | 29,247 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,232,783 | 42,972 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||